Cassady Schiller Wealth Management’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $16.3K | Buy |
192
+28
| +17% | +$2.38K | 0.01% | 299 |
|
|
2024
Q3 | $11K | Hold |
164
| – | – | ﹤0.01% | 313 |
|
|
2024
Q2 | $10.6K | Hold |
164
| – | – | ﹤0.01% | 314 |
|
|
2024
Q1 | $13.9K | Buy |
164
+39
| +31% | +$3.3K | 0.01% | 315 |
|
|
2023
Q4 | $9.67K | Hold |
125
| – | – | ﹤0.01% | 325 |
|
|
2023
Q3 | $5.53K | Hold |
125
| – | – | ﹤0.01% | 364 |
|
|
2023
Q2 | $8.32K | Hold |
125
| – | – | ﹤0.01% | 350 |
|
|
2023
Q1 | $8.58K | Hold |
125
| – | – | ﹤0.01% | 330 |
|
|
2022
Q4 | $7.86K | Buy |
+125
| New | +$7.86K | ﹤0.01% | 334 |
|
|
2022
Q1 | – | Sell |
-151
| Closed | -$24K | – | 629 |
|
|
2021
Q4 | $24K | Buy |
+151
| New | +$24K | 0.01% | 261 |
|